在市场一片“打倒英伟达”的呼声中，Google 的 TPU、AWS 的 Trainium 等巨头自研的专用集成电路（ASIC）芯片，常被视为打破英伟达在大规模集群算力中心的垄断、实现大规模外售的希望。然而，算法未来发展的不确定性与资产残值的快速衰减，却是 ASIC 实现大规模外售的软肋。一、算法突进：ASIC 的“过度专业”陷阱ASIC 的核心优势在于“专用”——它将主流算法（如 ...
Source Link在市场一片“打倒英伟达”的呼声中，Google 的 TPU、AWS 的 Trainium 等巨头自研的专用集成电路（ASIC）芯片，常被视为打破英伟达在大规模集群算力中心的垄断、实现大规模外售的希望。然而，算法未来发展的不确定性与资产残值的快速衰减，却是 ASIC 实现大规模外售的软肋。一、算法突进：ASIC 的“过度专业”陷阱ASIC 的核心优势在于“专用”——它将主流算法（如 ...
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